CRM INTEGRATIONS
A Complete Prospect View Across Any System
OVERVIEW
Simplify data management, enhance your techstack
Our open and extensible platform connects to your CRM seamlessly and securely. Give your source of truth a property-based view and access data all from one place.
STANDARDIZED INTEGRATIONS
Seamless integrations with leading CRMs
To synchronize your tech ecosystem quickly and securely, we offer standard integrations with leading CRMs: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics.
WORKFLOW EFFICIENCY
Avoid double work, knock down data silos
Automatically sync insights and contacts across systems. Review account and opportunity information in the context of a property and share property-based intelligence across teams.
With Salesforce, there’s no way to find and track my prospects. With Atlas, I can build a citywide map of where I’m going after and, because it syncs with Salesforce, I have all my account details in one click.
How does it work?
Yes. This is an additional service that comes with technical and implementation support. We’d be happy to discuss the details and understand your needs.
Our integrations sync automatically at a refresh rate of your choice.
We offer custom integrations for customers with other CRMs. Contact us to discuss your needs.
Our flexible field mapping enables you to decide what custom insights to pull from your CRM. If you want to reference property details on the account, we’ll provide a URL link.
Absolutely. Once information is in your CRM, we will never overwrite your CRM data. We ensure any CRM updates are reflected in our system. This keeps your CRM as the source of truth.
We match accounts based on billing or shipping address, or latitude and longitude coordinates.